Patricia Nicole Young (CRD# 7471945) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Hanover, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Columbia, MD | Nov 2021 - Current | 2 |
| Cordish Gaming Shared Services | Hanover, MD | Aug 2021 - Oct 2021 | < 1 |
| Unemployed | Hanover, MD | Sep 2017 - Aug 2021 | 3 |
| Full Time Student | Hanover, MD | Jan 2017 - Aug 2019 | 2 |
| Carter Honda Motorsports | Vancouver, | Aug 2016 - Dec 2016 | < 1 |
| Richmond Subaru | Richmond, | Sep 2016 - Nov 2016 | < 1 |
| La Quinta Inn & Suites | Richmond, | Apr 2016 - May 2016 | < 1 |
| Michael Kors | Richmond, | Jan 2015 - Mar 2016 | 1 |
| Full Time Student | Walnut Creek, CA | Oct 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- MD
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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